Salesforce Release

Spring ’18 Salesforce Classic & Lightning Experience Highlights

The list of Spring ’18 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Spring ’18 features available to Lightning Experience only and others in the Spring ’18 Release Highlights post. Note: These features are not listed in any specific order. Flow Enhancements: Build slicker flow screens with help from Lightning Components. The component… Continue reading Spring ’18 Salesforce Classic & Lightning Experience Highlights

Salesforce Release

Spring ’18 Salesforce Lightning Experience Only Highlights

The list of Spring ’18 features below only apply to the Salesforce Lightning Experience. There are additional Spring ’18 features available to both Lightning Experience and Salesforce Classic, Salesforce Einstein Enhancements as others in the Spring ’18 Release Highlights post. Note: These features are not listed in any specific order. Options for lead conversion. As an administrator,… Continue reading Spring ’18 Salesforce Lightning Experience Only Highlights

How To

Highlight Open Cases on the Contact Record [Lightning Experience]

This is the last of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute on… Continue reading Highlight Open Cases on the Contact Record [Lightning Experience]

Salesforce Events

LightningNow Tour – Signup If It’s Coming To a City Near You

I recently attended a packed room at the Lightning Now Tour as it did a return visit to Boston. I missed the first Boston tour date as I was in Atlanta for Southeast Dreamin’. I know it’s difficult to carve out two days from your work schedule to attend a two day workshop, but this… Continue reading LightningNow Tour – Signup If It’s Coming To a City Near You

How To

Highlight Open Opportunities on the Contact Record [Lightning Experience]

This is the third of the four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute… Continue reading Highlight Open Opportunities on the Contact Record [Lightning Experience]

Salesforce Release

Winter ’18 Salesforce Lightning Experience Only Highlights

The list of Winter ’18 features below only apply to the Salesforce Lightning Experience. There are additional Winter ’18 features available to both Lightning Experience and Salesforce Classic and Salesforce Classic only. Visit the Winter ’18 Release Highlights post. 1. New UI look. If you don’t like the color contrast, you have the ability to hide the theme in… Continue reading Winter ’18 Salesforce Lightning Experience Only Highlights

Salesforce Release

Winter ’18 Salesforce Classic & Lightning Experience Highlights

The list of Winter ’18 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Winter ’18 features available to Lightning Experience only and Salesforce Classic only. Visit the Winter ’18 Release Highlights post.  1. Orgs with Person Accounts enabled can now define contact sharing rules and manually share business contacts in Org Wide Default Settings.… Continue reading Winter ’18 Salesforce Classic & Lightning Experience Highlights